Jay R. Radke

INVESTORS CHOICE

Stillwater, MN

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CRD#: 1276364

Professional summary

Jay Ray Radke is a registered financial advisor currently at INVESTORS CHOICE located in Stillwater, Minnesota.

Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Jay has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Jay R. Radke, Life Insurance Agent, 2541 Hidden Valley Lane, Stillwater, MN 55082. Owner since 1984, spending various hours as necessary, providing insurance related products to my clients, as needed and agreed to by them.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay Ray Radke's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 29, 2018 - Present

INVESTORS CHOICE

RIA

CRD#: 113502

Stillwater, MN

Past

December 16, 1992 - June 16, 1999

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

November 23, 1987 - December 15, 1992

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

July 25, 1984 - November 24, 1987

WADDELL & REED

CRD#: 866

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(3/29/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/7/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/1/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/17/1987

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 8/28/1984

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 7/24/1984

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/15/1993

General Securities Principal Examination

Current Firm

INVESTORS CHOICE

INVESTORS CHOICE | JAY RAY RADKE

CRD#: 113502 / SEC#:

Minnesota

Registered Investment Advisory firm - (5/13/1999 Approved)

North Dakota

Registered Investment Advisory firm - (12/31/2010 Terminated)

Wisconsin

Registered Investment Advisory firm - (1/31/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Stillwater, MN

Mailing Address

Phone number

(651) 430-9314

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	31
AUM (Assets Under Management)	$ 1,412,969

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jay R. Radke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay Ray Radke's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECURITIES AMERICA, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 65

Date: 4/7/1999

Series 63

Date: 8/1/1984

Series 7

Date: 10/17/1987

Series 22

Date: 8/28/1984

Series 6

Date: 7/24/1984

Series 24

Date: 10/15/1993

Current Firm

INVESTORS CHOICE

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INVESTORS CHOICE

TRUST BUT VERIFY

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